Spire-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
2,463
Total Value
3121299956
Accession Number
0001858740-25-000002
Form Type
13F-HR
Manager Name
Spire-Wealth-Management
Data Enrichment
68% identified
1,686 identified777 unidentified

Holdings

2,463 positions • $3.1B total value
Manager:
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336920103
Shares:638
Value:$71.3K
% of Portfolio:0.0% ($71.3K/$3.1B)
Shares:768
Value:$71.2K
% of Portfolio:0.0% ($71.2K/$3.1B)
33738R118
Shares:966
Value:$71.1K
% of Portfolio:0.0% ($71.1K/$3.1B)
MARRIOTT VACATIONS WORLDWIDE Corp
Shares:1.1K
Value:$70.8K
% of Portfolio:0.0% ($70.8K/$3.1B)
BELLRING BRANDS, INC.
Shares:950
Value:$70.7K
% of Portfolio:0.0% ($70.7K/$3.1B)
518416102
Shares:2.3K
Value:$70.7K
% of Portfolio:0.0% ($70.7K/$3.1B)
PALVELLA THERAPEUTICS, INC.
Shares:2.5K
Value:$70.4K
% of Portfolio:0.0% ($70.4K/$3.1B)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Shares:8.6K
Value:$70.1K
% of Portfolio:0.0% ($70.1K/$3.1B)
67401P405
Shares:4.6K
Value:$70.0K
% of Portfolio:0.0% ($70.0K/$3.1B)
UMH PROPERTIES, INC.
Shares:3.7K
Value:$69.9K
% of Portfolio:0.0% ($69.9K/$3.1B)
PACCAR INC
Shares:717
Value:$69.8K
% of Portfolio:0.0% ($69.8K/$3.1B)
Evergy, Inc.
Shares:1.0K
Value:$69.6K
% of Portfolio:0.0% ($69.6K/$3.1B)
00214Q104
Shares:1.5K
Value:$69.5K
% of Portfolio:0.0% ($69.5K/$3.1B)
TORTOISE ENERGY INFRASTRUCTURE CORP
Shares:1.6K
Value:$69.4K
% of Portfolio:0.0% ($69.4K/$3.1B)
852234103
Shares:1.3K
Value:$69.3K
% of Portfolio:0.0% ($69.3K/$3.1B)
46431W507
Shares:1.4K
Value:$69.2K
% of Portfolio:0.0% ($69.2K/$3.1B)
Tempus AI, Inc.
Shares:1.4K
Value:$69.1K
% of Portfolio:0.0% ($69.1K/$3.1B)
Johnson Controls International plc
Shares:859
Value:$68.8K
% of Portfolio:0.0% ($68.8K/$3.1B)
HEICO CORP
Shares:325
Value:$68.6K
% of Portfolio:0.0% ($68.6K/$3.1B)
CULLEN/FROST BANKERS, INC.
Shares:543
Value:$68.0K
% of Portfolio:0.0% ($68.0K/$3.1B)